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Source One Financial Services Jobs (NOW HIRING)

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Financial Services Specialist

Denver, CO · On-site

$65K - $70K/yr

Medical and Dental coverage (50% paid by the employer) * 401(K) with 3% match after one year ... World Class Financial Services. The hiring process is being facilitated by Hire With Ease. We ...

Bankers Life

Financial Services Professional

Augusta, ME · On-site

$40K - $65K/yr

Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training ...

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How much do source one financial services jobs pay per year?

As of Jun 6, 2026, the average yearly pay for source one financial services in the United States is $65,227.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $78,500.00 per year, depending on experience, location, and employer.

What is the difference between Source One Financial Services vs Loan Officer?

AspectSource One Financial ServicesLoan Officer
CertificationsMortgage licensing, NMLS registrationMortgage licensing, NMLS registration
Work EnvironmentFinancial services, mortgage lending firmsBanking institutions, mortgage companies
Industry UsageFinancial services, mortgage brokerageMortgage lending, banking

Both roles require mortgage licensing and work within the financial and mortgage industry. Source One Financial Services typically refers to a company providing mortgage and financial services, while a Loan Officer is an individual who evaluates and approves loan applications. The main difference lies in the role versus the organization. Loan Officers are the professionals working directly with clients, whereas Source One Financial Services is a company that employs such professionals.

What are some common challenges faced by professionals working at Source One Financial Services, and how can they be addressed?

Professionals at Source One Financial Services often encounter challenges such as adapting to evolving financial regulations, meeting client demands for personalized solutions, and balancing multiple projects with tight deadlines. Success in this role requires strong attention to detail, proactive communication with both clients and internal teams, and a commitment to ongoing professional development. Leveraging mentorship programs, participating in regular training sessions, and collaborating closely with colleagues can help address these challenges and foster professional growth.

What are the key skills and qualifications needed to thrive as a Financial Services Representative at Source One Financial Services, and why are they important?

To thrive as a Financial Services Representative, you need a solid understanding of financial products, regulatory compliance, and customer service, typically supported by a degree in finance or a related field. Familiarity with financial software systems, CRM platforms, and relevant certifications like FINRA Series 6 or 7 are often required. Excellent interpersonal skills, analytical thinking, and strong attention to detail help professionals build client trust and provide tailored financial solutions. These skills ensure accurate, compliant services and foster long-term client relationships essential for business success.

What are Source One Financial Services?

Source One Financial Services typically refers to a company or division specializing in providing financial solutions such as loans, leasing, and other financial products to individuals or businesses. These services often include auto financing, equipment financing, or tailored financial plans to meet specific client needs. The company acts as a financial intermediary, helping customers secure the best possible terms for their financial requirements. Source One Financial Services may also offer credit management and consulting to help clients make informed financial decisions.
Infographic showing various Source One Financial Services job openings in the United States as of May 2026, with employment types broken down into 1% Locum Tenens, 97% Full Time, 1% Part Time, and 1% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $65,227 per year, or $31.4 per hour.
Financial Services Representative

Financial Services Representative

Synergy Wealth Solutions

Chesterfield, MO • On-site

$40K - $100K/yr

Full-time

Posted 27 days ago

Job description

Job Description
Company Description:
Synergy Wealth Solutions is a financial services firm located in St. Louis, MO. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier products and services. In partnership with MassMutual since 1851, our firm has been providing resources to protect the future of more than 62,000 clients every day.
Role Description:
This is a full-time on-site role for a Financial Services Representative. The Financial Services Representative will be responsible for providing strategic financial solutions and helping clients with financial planning, retirement planning, investments, and financial advisory. The role involves working closely with clients to analyze their financial situations, develop personalized plans, and provide ongoing guidance and support. We will assist you in growing your book of business as well as succession planning. Must be competitive and self-driven!
Qualifications:
  • Excellent analytical and problem-solving skills
  • Effective communication and interpersonal skills
  • Ability to build and maintain authentic, client relationships
  • Life/Health Insurance, Series 7, Series 66 licensed within 12 months
What You'll Do and How You'll Do It:
  • Sell planning and protection insurance products with the opportunity to sell products related to asset and investment management
  • Maintain a continuous networking and marketing effort by promoting your services and building your professional network through marketing, social media, and other outreach efforts.
  • Compound network growth through new business development strategies using outreach campaigns, referrals, and industry events
  • Complete licensing for advanced market planning
  • 1+ as a licensed financial services representative with a minimum active LAH (life, accident, health) license
  • Deep interest in building advisory plans for your clients
  • Interest in becoming a financial planner, and even more, a fee-based financial planner (to be discussed)
  • Genuine interest in how life insurance, wealth management and annuities can be used as a retirement vehicle
  • You are analytical, driven, and possess the grit needed to be successful in a sales role
Why Join Us:
We are an agency of Mass Mutual and MML Investors, so you also have the backing of a Fortune 100 Company once you join MassMutual. We are changing the planning business, one hire at a time and transforming into a modern Financial Services company.
Estimated first year earnings are based on sales performance, closed cases, and historical ranges. It is not guaranteed compensation. All benefits mentioned are based on contract status (contract A) with MassMutual. You will be contracted directly with MassMutual.
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